I have been speaking with a customer who would like the option to hide the "Upcoming" section in cockpit.
CSMs work through their CTAs and would like to see nothing in their view at the end of the day. I know it is possible to collapse the section but do we ever see us being able to hide that section all together?
Solved
Hide the upcoming section from cockpit
+1Best answer by sai_ram
Hi Michael,
Did you try creating filters(Custom views), with custom views you can hide the upcoming section in cockpit.
Fyi, screenshot
Did you try creating filters(Custom views), with custom views you can hide the upcoming section in cockpit.
Fyi, screenshot
+4I've been looking at different ways to help our CSMs be more efficient in the Cockpit view, and I'm pretty sure if you add a filter "Due Date < This Week" in cockpit, the "Upcoming" section is removed from the view.
+1Hi Michael,
Did you try creating filters(Custom views), with custom views you can hide the upcoming section in cockpit.
Fyi, screenshot
Did you try creating filters(Custom views), with custom views you can hide the upcoming section in cockpit.
Fyi, screenshot
Sign up
If you ever had a profile with us, there's no need to create another one.
Don't worry if your email address has since changed, or you can't remember your login, just let us know at community@gainsight.com and we'll help you get started from where you left.
Else, please continue with the registration below.
Welcome to the Gainsight Community
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.